Financial Engines Advisors
DIM icon

Financial Engines Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Financial Engines Advisors’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,298
Closed -$516K – 293
2022
Q4 		$516K Buy
+9,298
New +$489K ﹤0.01% 209

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FTUS
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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Financial Engines Advisors's DIM Position: Q1 2023 in Review

Financial Engines Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2023, closing a stake of 9,298 shares — an estimated $516K sold.

Financial Engines Advisors first reported a position in DIM in Q4 2022 and held it in 1 quarter. The position peaked at $516K in Q4 2022. 41 funds tracked by Wall St. Rank hold DIM as of Q1 2023.

  • Financial Engines Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 9,298 WisdomTree International MidCap Dividend Fund shares in Q1 2023, an estimated $516K.
  • Financial Engines Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Financial Engines Advisors's WisdomTree International MidCap Dividend Fund position peaked at $516K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2023.

Based on Financial Engines Advisors's 13F filing for Q1 2023, filed 12 May 2023.